>> so larry, in the past, we have seen financial assets rising, is it all in for stocks? >> they're ledding indicator, not of economic growth as we saw in the weak jobs report, but they're a leading indicator of that jobs growth. so the answer is if you're looking for a stimulus induced trade, you got it, that was the trade. if you want to reposition, look for upside opportunity, just like we talked about last week, look in europe, china, asia in particular. that's where the upside is. >> larry, i think you make another point and that is that a lot of the stimulus may be baked in already. i don't think it will be a surprise to the u.s. stock market if the fed goes next week. i wonder if some of the markets may have some of that in the upside. >> rick, what do you think?